# North American Risk Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/north-american-risk-services-inc-401k-plan

> North American Risk Services, INC.'s 401(k) plan: 536 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North American Risk Services, INC.

- **Sponsor EIN:** 133901415

- **Sponsor Address:** 300 INTERNATIONAL PKWY SUITE 250, LAKE MARY, FL, 32746

- **Plan Type:** 401(k)

- **Total Participants:** 536

- **Total Assets:** $30.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|536|$30.8M|$1.1M|$2.4M|

| 2023|499|$25.5M|$968,620|$2.1M|

| 2022|399|$21.9M|$1.0M|$2.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$61,192|—|$61,192|

| KESTRA ADVISORY SERVICES LLC|INVESTMENT ADVISOR|$30,000|—|$30,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,389|—|$9,389|

| MOSS, KRUSICK & ASSOCIATES|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,581

- **Estimated Expense Ratio:** 0.327% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$100,581|$39,389|—|—|—|

| 2023|$84,280|$37,889|—|—|—|

| 2022|$101,581|$36,517|$65,064|—|—|

## Similar Plans

- [Slavic Integrated Administration INC](https://planprovider.pro/companies/slavic-integrated-administration-inc-401k-plan-011) — 457 participants

- [Bass Underwriters, INC.](https://planprovider.pro/companies/bass-underwriters-inc-401k-plan) — 616 participants

- [Turningpoint Healthcare Solutions, LLC](https://planprovider.pro/companies/turningpoint-healthcare-solutions-llc-401k-plan) — 385 participants

- [Dual North America, INC.](https://planprovider.pro/companies/dual-north-america-inc-401k-plan) — 694 participants

- [Fcci Services, INC.](https://planprovider.pro/companies/fcci-services-inc-401k-plan) — 881 participants

- [Europ Assistance North America, INC](https://planprovider.pro/companies/europ-assistance-north-america-inc-401k-plan) — 957 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/north-american-risk-services-inc-401k-plan)

© 2026 PlanProvider.Pro